CIK 1737109
Integrated Wealth Concepts LLC
Institutional 13F holdings & portfolio
Holdings
1,599
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 701–750 of 1,599
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EWQ | ISHARES MSCI | 26K | $1M+ | SH |
| D | DOMINION ENERGY | 20K | $1M+ | SH |
| ATFV | ALGER 35 | 33K | $1M+ | SH |
| BBY | BEST BUY | 17K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC | 12K | $1M+ | SH |
| IGA | VOYA GLBL ADV & PREM OPP FD | 119K | $1M+ | SH |
| NIE | VIRTUS EQUITY & CONV INCM FD | 46K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN | 2K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 15K | $1M+ | SH |
| STT | STATE STR CORP | 9K | $1M+ | SH |
| EMR | EMERSON ELECTRIC | 9K | $1M+ | SH |
| ROST | ROSS STORES | 6K | $1M+ | SH |
| VICI | VICI PPTYS INC | 41K | $1M+ | SH |
| STE | STERIS PLC | 4K | $1M+ | SH |
| EMGF | ISHARES MSCI | 20K | $1M+ | SH |
| SNDK | SANDISK CORP | 5K | $1M+ | SH |
| EWY | ISHARES MSCI | 12K | $1M+ | SH |
| EAGG | ISHARES ESG | 23K | $1M+ | SH |
| RGT | ROYCE GLOBAL TRUST INC | 85K | $1M+ | SH |
| FLJP | FRANKLIN FTSE | 32K | $1M+ | SH |
| HWM | HOWMET AEROSPACE | 5K | $1M+ | SH |
| CSX | CSX CORP | 31K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 19K | $1M+ | SH |
| GEHC | GE HEALTHCARE | 14K | $1M+ | SH |
| WNTR | TIDAL TRUST II | 28K | $1M+ | SH |
| ADI | ANALOG DEVICES | 4K | $1M+ | SH |
| MAR | MARRIOTT INTL | 4K | $1M+ | SH |
| EIPX | FIRST TRUST | 42K | $1M+ | SH |
| SLQD | ISHARES | 22K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 6K | $1M+ | SH |
| DFGR | DIMENSIONAL GLOBAL | 42K | $1M+ | SH |
| OKE | ONEOK INC | 15K | $1M+ | SH |
| LIT | GLOBAL X | 17K | $1M+ | SH |
| IXC | ISHARES GLOBAL | 26K | $1M+ | SH |
| TM | TOYOTA MOTOR | 5K | $1M+ | SH |
| EWH | ISHARES MSCI | 51K | $1M+ | SH |
| FITB | FIFTH THIRD | 23K | $1M+ | SH |
| PEG | PUBLIC SERVICE | 14K | $1M+ | SH |
| CTVA | CORTEVA INC | 16K | $1M+ | SH |
| DFAU | DIMENSIONAL US | 23K | $1M+ | SH |
| TXT | TEXTRON INC | 12K | $1M+ | SH |
| MOS | MOSAIC COMPANY | 45K | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL | 40K | $1M+ | SH |
| STEL | STELLAR BANCORP INC | 35K | $1M+ | SH |
| VIK | VIKING HOLDINGS | 15K | $1M+ | SH |
| UAL | UNITED AIRLINES | 10K | $1M+ | SH |
| IQQQ | PROSHARES NASDAQ | 24K | $1M+ | SH |
| PINS | PINTEREST INC | 41K | $1M+ | SH |
| HYG | ISHARES IBOXX | 13K | $1M+ | SH |
| NDAQ | NASDAQ INC | 11K | $1M+ | SH |